Manager, Strategic Finance

The role

The Manager, Strategic Finance leads analysis for strategic prioritization, capital budgeting, and investment cases. This person will partner with the Diligent CEO and COO to drive decisions on market sizing, M&A, and long-range planning.

What you will do

• Lead strategic prioritization and quantify resource requirements
• Own capital budgeting and investment analysis including NPV, IRR, and payback
• Size targets and market opportunities
• Build and maintain sum-of-the-parts analyses
• Lead financial modeling for M&A, strategic partnerships, and commercial agreements
• Own the long-range strategic plan
• Define and maintain the KPI and unit-economics framework
• Prepare and deliver executive-ready presentations for leadership and boards
• Serve as the primary Strategic Finance and FP&A partner to the Diligent CEO and COO
• Own the company-wide operating budget, rolling forecast, and long-range plan

Required qualifications

• 6-8+ years of progressive experience in strategic finance, corporate finance, investment banking, corporate development, or FP&A
• Demonstrated ownership of strategic finance work including capital budgeting, market sizing, valuation analysis, and M&A modeling
• Experience building and defending multi-year financial models and investment cases in front of executives, boards, or investors
• Proven ability to partner directly with C-level executives
• Track record of learning an operating business from the ground up
• Proven ownership of a company-wide budget, forecast, and long-range planning cycle
• Expert-level proficiency in Google Sheets and Excel
• Hands-on experience with Pigment or a comparable enterprise planning platform
• Solid understanding of accounting principles and financial statements
• Experience with ERP systems (e.g., NetSuite)
• Strong business acumen and excellent analytical, problem-solving, and communication skills
• Comfortable operating with ambiguity and evolving priorities

Nice to have

• Investment banking, management consulting, venture capital/private equity, or corporate development experience
• Experience in robotics, hardware, healthcare technology, or other capital-intensive operating businesses
• Prior people-management experience, or demonstrated readiness to build and lead a small team
• MBA, CFA, or CPA

About the company

Serve Robotics is reimagining how things move in cities using personable sidewalk robots. The team consists of tech industry veterans in software, hardware, and design.